Senior Commercial Insurance Account Manager
4 weeks ago
Job Summary
CBIZ Insurance Services, Inc. is seeking a skilled Senior Commercial Insurance Account Manager to join our team. As a key member of our client service team, you will be responsible for providing exceptional service to our commercial insurance clients.
Key Responsibilities
- Provide service delivery to an assigned block of commercial insurance clients
- Resolve moderately complex customer service problems directly
- Act as an outward-facing, dedicated resource for assigned accounts, with direct client contact on assigned accounts
- Build relationships with clients and serve as the primary point of contact for overall and day-to-day service delivery
- Represent client internally and coordinate with other functions to implement client systems, complete projects, and address ongoing service needs
- Escalate client concerns when appropriate
- Assist client services management in conducting client meetings as needed
- Inputs data into appropriate software for vendors/carriers/clients within required timeframe
- Participate with new client set-up, renewals, and meetings
- Establish and preserve a solid business rapport with clients and vendors
- Discuss with clients applicable legislation and market trends
- Ensure that all internal controls and procedures are followed
- Generate client interest in additional lines of coverage
Requirements
- Bachelor's degree
- Valid Property & Casualty License
- Minimum 3 to 5 years customer service experience in the insurance industry
- Maintain current required licenses and certifications relevant to field of expertise
- Demonstrates the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Effective customer service skills
- Proficient use of applicable technology
- Ability to work in team environment as well as independently
- Must be able to travel based on client and business needs
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